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Tax Planning

retired man and woman sitting in the park
retired man and woman sitting in the park
Jan 28, 2021
It’s something you don’t often realize until you retire, but tax becomes one of your biggest expenses in retirement. We’ve got a few strategies that can help you trim your tax bill.
family at the beach
family at the beach
Dec 30, 2020
You save tax as a family when you transfer your income to children in a lower tax bracket. We’ve got specific income-splitting strategies that work for minor children and adult children.
retired couple sitting on couch
retired couple sitting on couch
Dec 17, 2020
Wouldn’t you like to get the most from your Registered Retirement Savings Plan (RRSP)? You’ll be ahead if even one tip applies to you or a family member, now or down the road.
middle aged woman in her home office
middle aged woman in her home office
Jul 28, 2020
The opportunity to deduct home office expenses on personal tax returns has been a popular topic as more employees are working from home during COVID-19. Here’s what you need to know.
young man and woman looking at documents
young man and woman looking at documents
Jun 11, 2020
Did you know that an RESP is composed of two different pools of money? We’ll explain how RESP withdrawals work and how you can minimize or eliminate any tax.
African grandmother and granddaughter
African grandmother and granddaughter
Sep 26, 2019
Do you think that designating a beneficiary for your RRSP or RRIF is as simple as filling a box on a form? You might be surprised by the thought involved beforehand and choices available.
Retired couple celebrating outdoors
Retired couple celebrating outdoors
Aug 12, 2019
Trusts are a great tool for succession and wealth planning, however you should be aware of the 21-year rule. This is what you need to know.
Young couple looking at laptop
Young couple looking at laptop
Jun 18, 2019
Interested in strategies to pay less tax every year? Three couples illustrate effective ways to save tax by splitting income in working years, in a business and while retired.
Retired couple walking along a beach
Retired couple walking along a beach
May 13, 2019
When retirement arrives, your investment planning objectives change. However, there is no single solution that suits everyone. Here are three illustrations that show how each retiree may take a different approach in retirement income planning.
Family having fun playing in the park
Family having fun playing in the park
Apr 22, 2019
The value of your estate assets could be eroded by tens or hundreds of thousands of dollars in tax. But there’s a life insurance solution that protects an estate’s value – and the children’s inheritance.